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About

Get daily alerts when customers in your database are shopping for mortgages. Our periodic prescreen process notifies you when your client has improved their score and now meets your credit minimums. Our predictive algorithm identifies prospects that are likely in the market. Then our system produces and distributes a corporate, compliance-approved, highly responsive offer. Today's credit denials can be tomorrow's closings. With just a name and address you can monitor prospects with less-than-perfect credit for credit migration and be notified when they make the changes in their financial situation that bumps them up above your credit threshold. Our pre-mover algorithm tracks your customer's property address for events like real estate listings or for sales by owner postings. In many cases a pre-mover alert will trigger before an inquiry alert!

About

Our software will take you through from deal generation to mortgage completion across 1st charge mortgages, second charge mortgages and short term bridging and development finance. Integrations with credit agencies and more. Adviser led software that uses a robust and compliant platform but is service and sales led. Covers all forms of mortgages and insurance. Integrations with sourcing systems and more. Offers the ability to manage a portfolio of debts for clients as per a debt management plan or equivalent. Full client and lender management platform with document management and other features. Use the tools available to lenders, financial services brokers and other customers to manage your case and client load whilst looking after your sources of business. A flexible but powerful tool. Layered database structures allow Master Broker, Packager or Distributor level access with differentiated functionality.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Mortgage lenders

Audience

Mortgage and Loans solution for agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MonitorBase
Founded: 2007
United States
www.monitorbase.com

Company Information

iZone
izonesoftware.co.uk

Alternatives

Unify CRM

Unify CRM

Unify

Alternatives

Filogix

Filogix

Finastra
Sales Boomerang

Sales Boomerang

TrustEngine
LoanAssistant

LoanAssistant

Integrated Accounting Solutions
LenderHomePage

LenderHomePage

LenderHomePage.com

Categories

Categories

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

Surefire CRM

Integrations

Surefire CRM
Claim MonitorBase and update features and information
Claim MonitorBase and update features and information
Claim iZone and update features and information
Claim iZone and update features and information